See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,564 | $72,277+68.2% | $101,248+20.1% | $79,858+52.2% |
| Participation rate | 93.8% | 68.5%+25.4pp | 75.8%+18.0pp | 69.6%+24.2pp |
| Annual return | 16.21% | 22.30%-6.1pp | 46.47%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $13,364 | $2,692+396.5% | $3,660+265.2% | $2,471+440.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |